Willow Creek Wealth Management

Willow Creek Wealth Management Providing independent wealth management services for individuals, families, and businesses since 1984. Visit our website to learn more.

Individuals, families, pension and profit sharing plans, entrepreneurs and charitable organizations have been relying on Willow Creek Wealth Management for their financial needs since 1984.

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology...
06/02/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"When was the last time you reviewed app permissions on your phone? That flashlight app probably doesn't need access to your contacts and location! Regularly audit what permissions you've granted to apps. Go into your device settings and review each app - does a game really need access to your microphone? Does a calculator need your location? Revoke permissions that seem excessive or unnecessary. It's your data, so you decide who gets access to it. Take control of your privacy today! Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

🌟 Get to know the Willow Creek Team! 🌟 Meet Bruce Dzieza, CFP®, the founder of Willow Creek and our Chairman of the Boar...
05/29/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Bruce Dzieza, CFP®, the founder of Willow Creek and our Chairman of the Board.

Q: "What’s a fun fact about yourself that most people may not know?"

A: "I was a champion bowler! My parents were in a bowling league so learned it from them. As a teenager, I was in a few teen leagues myself. In high school, I volunteered to teach younger kids bowling so I could get free use of the lanes and earn a little pocket money."

To learn more about Bruce and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

05/26/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"Keep your data secure! Even with a strong password, you should always enable Multi-Factor Authentication (or MFA) for every account where it's available, especially your financial accounts! MFA offers an added layer of security by requiring a code or other means of approval linked to your phone number, email, or a 3rd party app before allowing access to that account. This makes it much more difficult for a hacker to gain access to your account. Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

🌟 Get to know the Willow Creek Team! 🌟 Meet Heather Belli, CFP®, our Chief Compliance Officer and one of Willow Creek's ...
05/22/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Heather Belli, CFP®, our Chief Compliance Officer and one of Willow Creek's amazing advisors.

Q: "What is something you love to do when you’re not working?"

A: "I love spending my free time with my family, friends and pets! As well as being active out of doors as often as possible. Best of all is when I can combine the two for an outdoor adventure with my loved ones!"

To learn more about Heather and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

We're so proud to congratulate our Operations Associate, Dylan Sosa, on earning his CERTIFIED FINANCIAL PLANNER® certifi...
05/20/2026

We're so proud to congratulate our Operations Associate, Dylan Sosa, on earning his CERTIFIED FINANCIAL PLANNER® certification! 🎉
The CFP® mark represents a rigorous commitment to financial planning excellence, and Dylan's dedication to this achievement is a testament to the care and commitment he brings to everything he does.
Dylan, your hard work and commitment to growing your expertise are an inspiration to our entire team. The whole WCWM family is celebrating with you - well done! 👏

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology...
05/19/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"Received an email that seems a little "phish-y"? Here are a few things you should look for: Check hyperlinks within emails very carefully and be cautious of clicking on anything. Be sure that those hyperlinks appear to be from a legitimate web address. Check the email address and make sure it is coming from a legitimate source. Look for typos, grammatical errors, requests for you to respond urgently, or from someone “needing your help”. Take a moment and carefully review before replying or clicking any links. Remember - if it looks strange, it probably is. Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

🌟 Get to know the Willow Creek Team! 🌟 Meet Jake Weber, CFP®, one of our outstanding advisors here at Willow Creek. Q: "...
05/15/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Jake Weber, CFP®, one of our outstanding advisors here at Willow Creek.

Q: "What hobby do you enjoy spending time on?"

A: "Chess! I started playing around 3 years old, as soon as my grandfather could teach me how all the pieces moved. I’ve been playing ever since, even with a club through elementary and high school. I really enjoy studying the game and improving my knowledge and skills!"

To learn more about Jake and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology...
05/12/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"Is your home Wi-Fi still using the default password that came with your router? Time to change it! Create a strong, unique password for your network and change your router's admin password too - it's different from your Wi-Fi password. And don’t share your network password with anyone you don’t trust. A secure home network protects all the devices connected to it! Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

🌟 Get to know the Willow Creek Team! 🌟 Meet Jason Gittins, CFP®, one of Willow Creek's incredible advisors. Q: "What is ...
05/08/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Jason Gittins, CFP®, one of Willow Creek's incredible advisors.

Q: "What is your ideal way to spend the weekend?"

A: "Whether it's hiking, mountain biking, gardening, or just relaxing - My favorite weekends are the ones spent outdoors! "

To learn more about Jason and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

Meet Ryan! 👋 We're excited to welcome Ryan Beach as our new Director of Advisory Services at Willow Creek! Ryan oversees...
05/08/2026

Meet Ryan! 👋

We're excited to welcome Ryan Beach as our new Director of Advisory Services at Willow Creek! Ryan oversees the growth, development, and day-to-day management of our advisor team, helping to shape the client experience and creating an environment where advisors can excel.

Learn more about Ryan here: https://willowcreekwealth.com/team/ryan-beach

Address

825 Gravenstein Highway N. , Suite #5
Sebastopol, CA
95472

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Willow Creek Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Willow Creek Wealth Management:

Shortcuts

Share

Category